SEC Form ADV (XLSX Metrics)
Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.
Summary
Assets & Accounts
- RAUM (total)93,269,789.0
- RAUM (discretionary)93,269,789.0
- Actionable assets74,666,884.0
- Accounts (total)307.0
Institutional Clients
- Government AUM0.0
- Pension AUM0.0
- Charitable AUM179,362.0
- HNW AUM74,377,184.0